7 Operations Support Specialist Jobs in Ludlow, MA
Pioneer Valley Financial Group is Hiring an Operations Support Specialist Near Ludlow, MA
PV Financial Group is seeking a local, community-minded and driven individual to join our growing financial planning firm.
This position provides exceptional customer service to the firm’s clients to facilitate engagement and overall satisfaction with the organization. This individual will be responsible for handling day-to-day operations for the firm and providing support necessary for delivering first-rate service and guidance to our clients.
- Prepare for client meetings (Create Balance Sheet, generate reports, provide supporting documents, prepare necessary forms and disclosures, review prior client meeting notes).
- Assist with creation of Executive Planning Summary and implementation of plan.
- Input updated client financial information and values into appropriate financial planning software.
- Complete all forms correctly and submit in a timely manner.
- Open new accounts.
- Handle money movement (check deposits, distribution requests, PIPs, SWPs)
- Maintain client cost basis information.
- Run and maintain Required Minimum Distributions lists.
- Periodically meet with clients to complete paperwork; ensure all required forms are completed fully and accurately.
- Conduct research on Morningstar® or COMMunityLink® as directed by the advisor.
- Place trades through Commonwealth at advisor’s direction, if properly licensed.
- Follow up on outstanding transactions and pending paperwork with Commonwealth (e.g., transfers).
- Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks).
- Draft letters, as needed.
- Prepare and send outgoing mail.
- Regularly review Commonwealth news items, technology updates, and e-mail communications.
- BA or BS preferred
- One to two years of experience in the investment/insurance/finance industry
- FINRA Series 7 registration along with FINRA Series 63; or ability to obtain registrations within 1 year
- High attention to detail
- Superior organizational skills
- Demonstrated ability to work in fast-paced environment
- Ability to fill out forms completely and accurately
- Ability to follow directions exactly
- Ability to effectively prioritize workload and meet deadlines
- Proficiency with computer programs, including MS Office Suite (e.g., Word, Excel). Experience with CRM, Wealthscape℠, and Morningstar® a plus
To Apply: Email resume and cover letter to Kelly Haber: khaber@pvfinancial.com
Job Summary
Full Time
$70k-85k (estimate)
05/12/2024
07/10/2024
pvfinancial.com
LUDLOW, MA
50 - 100
Private
RONALD CHRMESCHIE
<$5M
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The job skills required for Operations Support Specialist include Customer Service, Attention to Detail, Planning, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be an Operations Support Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operations Support Specialist. Select any job title you are interested in and start to search job requirements.
If you are interested in becoming an Operations Support Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Operations Support Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Operations Support Specialist job description and responsibilities
Operations Support Specialist processes information to include sorting, coding, entering, modifying, deleting, filing and retrieving data; establishing new files and new filing systems.
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Monitor system operations and troubleshoot problems.
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Operations support specialists perform a range of administrative support tasks.
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Organizations will need to hire more operations support specialists to oversee the work done by outside vendors.
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Operations support associates also might do everything from taking minutes at meetings to reminding their bosses of the day’s agenda.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Operations Support Specialist jobs
Operations support associates come from a variety of backgrounds and education levels.
02/19/2022: Newark, NJ
Operations Support Specialist work requires a general knowledge of office machines and procedures, attention to detail.
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This job requires physical strength and agility to transport boxes of materials and supplies
02/25/2022: San Diego, CA
You need a good organizational skills to give and receive information and coordinate with other staff, students and public
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The duties of an operations support specialist depend on one's line of work or industry of employment. Typically, their responsibilities revolve around addressing issues and concerns.
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Step 3: View the best colleges and universities for Operations Support Specialist.
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